Edit My Personal Rates

Personal rates are assigned to a user/role combination. A user must first have a role assigned on their user profile before a personal rate can be set for them. If you are using Timesheets to record time or Project Accounting to calculate estimated project costs, users can have their own rate tables that apply when they enter time or are allocated to work. Personal rate tables are similar to global rate tables except that:

• User rates can be "no personal rate." In this case, when there is a work item with personal rates set to "yes" and the user is allocated, the applicable rate (based on the resource qualifications on the allocation) will apply from the work's applicable rate table.
• Users have a default user/role that applies if the work role does not match one of the user's roles.

The Personal Rates page can be accessed either by clicking on Resource Rates under the Review button on the Icon Bar, or under the Profile Menu.

1. Click Edit Personal Rates

• Click your name or the triangle to display the Profile Menu, then click Edit Personal Rates.

2. View Personal Rates

• View your personal rates. See Personal Rates Overview for more information about viewing and editing personal rates.